AN INCOMPLETE AGREEMENT WILL DELAYWealth Management Agreement • June 12th, 2019 • Florida
(Hereinafter referred to as the “Client”), and Evensky & Katz, / Foldes Financial Wealth Management a registered investment adviser (hereinafter referred to as the “Adviser”), whose principal office is located in Miami-Dade County, Florida.
Wealth Management AgreementWealth Management Agreement • June 10th, 2024
This Wealth Management Agreement is entered into between the undersigned client and Chris Lee & Partners ("CLP"). The purpose of this Agreement is to outline the terms and conditions under which CLP will provide Wealth Management and Financial Advice services to the Client. Financial advice is defined as ‘A person gives financial advice if they make a recommendation or give an opinion in relation to acquiring or disposing of (including refraining from acquiring or disposing of) a financial product’.
Wealth Management AgreementWealth Management Agreement • October 25th, 2022 • Maine
(collectively, the “Client”), and Penobscot Wealth Management d/b/a Penobscot Financial Advisors, a registered investment adviser with a mailing address of One Monument Square, Suite 501, Portland, Maine 04101 (the “Advisor”).
ContractWealth Management Agreement • August 1st, 2023
Hong Kong Exchanges and Clearing Limited and The Stock Exchange of Hong Kong Limited take no responsibility for the contents of this announcement, make no representation as to its accuracy or completeness and expressly disclaim any liability whatsoever for any loss howsoever arising from or in reliance upon the whole or any part of the contents of this announcement.
